Advisor platform (TAMP)
AssetMark
AssetMark is a TAMP that runs its own direct indexing program on its UMA platform, with tax management included.
- Their fee
- Charged by your advisor
- Minimum
- $75K
- Onboarding
- Not disclosed
- Status
- Open
AssetMark Direct Indexing fees start at 0.50% with Tax Management Services included. The advisor fee is extra.
Minimums start at $75,000 (undated page). The July 2026 expansion added index SMA strategies at lower minimums.
I found no tax-aware long/short or exchange fund offer at AssetMark.
Through advisors only.
Products they offer
Direct indexing
| Product | Product fee | All-in fee |
|---|---|---|
| AssetMark Direct Indexing (index SMA strategies)Expanded 2026-07-14. | Not disclosed | Not disclosed |
Sources
Checked 2026-10. Confidence: medium.